Accounts & headline costs
Sections ↑WealthSec combines online and broker-assisted Philippine share dealing with mutual-fund access and a more document-based opening route than many app-first competitors. The most consequential uncertainty is the opening minimum: the PSE participant page and WealthSec’s public application material display different amounts or tiers. A customer should obtain the current requirement in writing before funding.[5][4]
Account and service routes at a glance
| Account / route | Published customer scope | Principal condition |
|---|---|---|
| Online individual account | Self-directed securities account | Public minimums conflict between the PSE record and WealthSec materials; the accepted application controls.Source 5Source 4 |
| Broker-assisted account | Relationship with a licensed representative | Service model and charges can differ from online orders.Source 5Source 4 |
| Margin account | Participant record indicates margin capability | Approval, collateral and interest must be checked from the specific agreement.Source 5Source 4 |
| Wealth Premier | Separate advanced online service tier. | Broker opening/FAQ pages give ₱100,000; current accepted terms apply.Source 5Source 7Source 9 |
Headline charges and market-wide layers
| Item | Published basis | Important scope |
|---|---|---|
| Online commission | Online PSE trading uses a 0.25% commission plus VAT, exchange/clearing charges and current 0.1% seller tax. | Broker commission is only one layer of a completed transaction.Source 7Source 1 |
| PSE transaction fee | 0.005% of gross value, exclusive of VAT under the current PSE schedule | Applied on both buys and sells.Source 1 |
| SCCP clearing fee | 0.01% of gross value, inclusive of VAT under the current PSE schedule | Applied on both buys and sells.Source 1 |
| Stock transaction tax | 0.1% of gross selling value | Seller-only tax for listed shares; current PSE schedule controls over older broker examples.Source 1 |
| Account events | Transfers, certificates, assisted service or special handling use separate tariffs | These costs can be material when exiting a small account.Source 5Source 1 |
Products & platforms
Sections ↑The service is a Philippine securities account, not a universal multi-market trading app. Product availability, legal ownership, dealing currency and settlement should be read from the selected account rather than inferred from the brand.[5][4][1]
Products and account boundaries
| Product route | Published scope | Boundary |
|---|---|---|
| PSE-listed securities | Stocks and supported exchange products | Board-lot, pre-funding and settlement rules apply.Source 5 |
| Mutual funds | Published access through WealthSec | Fund expenses and dealing/redemption timing differ from stocks.Source 9 |
| Research and assisted service | Broker research and representative access. | Research does not guarantee returns or fill prices.Source 9 |
Fees & holding costs
Sections ↑The quoted commission is only one component of the economic result. Bid/ask spread, the exchange and clearing charges, seller tax, fund expenses, financing, certificate events and bank/payment costs can matter.[5][1]
Cost layers beyond the headline
| Cost layer | When it applies | Why it matters |
|---|---|---|
| Commission and VAT | The FAQ quotes 0.25% plus 12% VAT on commission. | No minimum commission is stated in that table.Source 7 |
| Exchange and clearing | Every executed buy/sell under the current market schedule | They remain even when a broker promotes low commission.Source 1 |
| Seller tax | Executed sale of listed shares | It reduces sale proceeds and is not charged on the buy side.Source 1 |
| Product/financing expense | Funds, margin or specialised service is used | A non-trade charge can accrue over time.Source 5 |
| Transfer/certificate event | Portfolio is moved or physical shares are handled | The charge and time are separate from T+2 cash settlement.Source 5Source 1 |
Execution & trading rules
Sections ↑Platform and order controls
| Route / control | Published capability | Operational limit |
|---|---|---|
| Online platform | Orders, portfolio and market information | Feature availability should be verified after account activation.Source 5Source 1 |
| Mobile route | Account access on supported devices | A mobile interface does not change exchange hours or settlement.Source 5Source 1 |
| Broker-assisted dealing | Orders placed through a representative where permitted | Telephone/assisted charges and identity checks can differ.Source 7Source 9 |
An instruction or trigger is not an execution guarantee. PSE hours, board lots, price bands, available volume, partial fills, order expiry and platform availability can change the result. A cancellation is effective only when acknowledged before the order is matched.[5][1]
Deposits, withdrawals & transfers
Sections ↑Cash funding and withdrawal lifecycle
| Stage | Published route | Constraint |
|---|---|---|
| Initial deposit | Amount depends on the confirmed account tier | Do not rely on one public figure when another official record conflicts.Source 5Source 1 |
| Additional funding | Published bank/deposit instructions | Use same-name traceable payments and preserve proof.Source 5Source 1 |
| Withdrawal | The FAQ calls for a written request with bank/account details and describes sale proceeds as withdrawable after three days. | PSE T+2 settlement and the broker’s release process are separate; obtain the current release schedule.Source 7Source 1 |
Moving an existing portfolio
| Transfer type | Published treatment | Material consequence |
|---|---|---|
| Incoming securities | Broker-to-broker transfer or certificate lodgement | Registration and transfer-agent documents must match.Source 5Source 1 |
| Outgoing securities | Current transfer form and fee schedule | The receiving broker can impose its own requirements.Source 5Source 1 |
| Dormancy after one year without a transaction | Opening guidance says online access ceases and the account converts to regular dealing. | Subsequent buying and selling is through the broker’s traders.Source 5 |
Buying power, settled cash and withdrawable cash are different quantities. An online broker may allow immediate reuse of sale proceeds while a bank withdrawal remains subject to T+2 settlement, operational cutoff and account review.[5][1]
Protection & regulation
Sections ↑Protection chain
| Layer | Published position | What it does not mean |
|---|---|---|
| Dealer | Wealth Securities, Inc. | The securities agreement defines the client relationship.Source 4Source 1Source 3 |
| Market framework | PSE participant, SEC/CMIC oversight, SCCP/PDTC and SIPF framework as relevant | None protects ordinary investment performance.Source 4Source 1Source 3 |
| Margin/custody scope | Margin, mutual funds and cash equities can use different terms | One disclosure should not be copied across every product.Source 4Source 1Source 3 |
The useful protection question is which legal entity owes the obligation, how each asset or cash balance is held, and what event activates an investor-protection or complaint mechanism. PSE/SEC/CMIC oversight, clearing/depository arrangements and SIPF eligibility are different from a bank-deposit guarantee and do not cover ordinary market loss.[4][1][3]
Opening an account & support
Sections ↑Application, service and escalation
| Step / route | Use | Boundary |
|---|---|---|
| Documented onboarding | Print/sign the application, trading agreement and signature cards; submit originals and identity/address evidence. | Courier submissions are subject to video verification; applications require approval.Source 5 |
| Customer support | Use the broker’s official secure/help route for account-specific issues | A general help channel is not necessarily authorised to place an urgent order.Source 8 |
| Cannot access online trading | The FAQ allows calling a trader to place an order, using the account number. | Confirm the resulting order status and any assisted tariff.Source 7 |
| Formal complaint | Complain to the broker first, then use the relevant CMIC/SEC route where eligible | A regulator report and compensation for an individual loss are separate questions.Source 5Source 3 |
Wealth Securities support
Additional services
Sections ↑Distinctive services
| Service | Function | Condition |
|---|---|---|
| Broker-assisted service | Human representative route alongside online trading | Service hours and assisted fees should be confirmed.Source 5 |
| Mutual-fund access | Collective investment products through published arrangements | NAV timing and product expenses replace stock-style commission comparisons.Source 9 |
| Research and market updates | Broker-produced information | Research does not create an advisory mandate.Source 9Source 4 |
Company background
Sections ↑WealthSec at a glance
| Measure | Value | Context |
|---|---|---|
| Contracting entity | Wealth Securities, Inc. | The accepted account agreement should carry this legal identity.Source 4Source 5 |
| Primary jurisdiction | Philippines | PSE-listed securities and Philippine market infrastructure are the core scope.Source 4Source 1 |
| Headquarters | Taguig City, Philippines | 15/F PSE Tower, 5th Avenue corner 28th Street, Bonifacio Global City.Source 5Source 4 |
| Founded / lineage | 1986 | Brand, incorporation and predecessor dates should not be treated as interchangeable.Source 7 |
| Platforms | WealthSec web; WealthSec mobile; Broker-assisted service | Eligibility and current feature availability vary by route.Source 5 |
Company and service boundaries
- Headquarters
- Taguig City, Philippines
- Founded
- 1986
Legal entities & licences
These are source-dated records, not a blanket assessment of the broker. Read each issuer, identifier, status and scope together.
Wealth Securities, Inc.
No separate licence entry is recorded in this panel.
Sources & further reading
- Investing procedures, settlement, fees and trading hours Philippine Stock Exchange · Accessed 16 Oct 2026
- PSE trading-participant directory Philippine Stock Exchange · Accessed 16 Oct 2026
- Investor complaint and information routes Capital Markets Integrity Corporation · Accessed 16 Oct 2026
- Wealth Securities participant record Philippine Stock Exchange · Accessed 29 Oct 2026
- Open an account Wealth Securities · Accessed 29 Oct 2026
- Products and service information Wealth Securities · Accessed 16 Oct 2026
- Frequently asked questions and trading charges Wealth Securities · Accessed 29 Oct 2026
- Contact Wealth Securities Wealth Securities · Accessed 16 Oct 2026
- Products and Regular/Premier service tiers Wealth Securities · Accessed 29 Oct 2026
This profile reports dated public information, including broker-published services and terms. It does not independently test or guarantee execution, pricing or withdrawals. Inclusion is not an endorsement. Permissions and protections apply only to the named legal entity, service and client category; check the current official records and your contract.